Client Service Specialist

Job Title: Client Service Specialist

Job Category: Support/Client Service

Location: Vero Beach, FL

To apply, please send your resume and cover letter to d.griffis@vbglobaladvisors.com.

Vero Beach Global Advisors has an opportunity for an experienced client service professional to join our growing team in Vero Beach, Florida. This highly motivated individual will be at the forefront of creating an excellent client service experience. Must be detail oriented, technologically proficient, possess a friendly demeanor, have the ability to work in a small office environment, and possess an aptitude to focus on accuracy and personal accountability. This position will allow for upward mobility should the candidate desire a larger role in the future. More specific position details are noted below.

Job Description:

• Greets and directs visitors and telephone calls
• Maintains client information databases
• Maintains and updates files, records, and other documents
• Handles client requests and concerns regarding statements, money transfers, and other related correspondence
• Provides administrative support for client appointment scheduling and re-scheduling
• Assists in preparation, presentation, and assembly of relevant materials for client meetings
• Coordinates end of quarter reporting and monthly administrative meetings
• Obtains account information and provides necessary correspondence for related professional service inquiries from CPAs and Attorneys
• Serves as a key liaison with our financial custodians
• Prepares and orchestrates paperwork to open and transfer or update client accounts
• Handles routine account maintenance, service tasks, and corresponding documentation for tasks including wires, journals, and check requests
• Reconciles transfers of assets
• Provides support for web-based client account access and onboarding
• Maintains and distributes office supplies
• Sorts, screens, and distributes incoming and outgoing mail
• Assists with and participates in firm marketing events

Job Type: Full-time

Pay: $50,000.00 - $80,000.00 per year

Benefits: 401(k), Health insurance, Paid time off, Parental leave, Professional development assistance

Schedule: 8am-5pm Monday through Friday

Qualifications and Education Requirements:

• College degree required with business emphasis preferred
• Prior relevant experience within asset management, trust company, or banking helpful and/or relevant client service experience in the hospitality industry helpful
• Motivated and outgoing personality with strong independent problem-solving skills ideal
• Excellent written and verbal communication skills necessary
• Strong organizational skills and ability to manage multiple tasks under deadlines necessary
• Proficiency across various technological platforms including Microsoft Office valuable
• Series 65 (or equivalent) preferred. Candidates without current licensure must be willing and able to obtain in a reasonable amount of time

An employment offer for this position is contingent on VBGA review of your criminal conviction history, a credit report, and other information relevant to a determination of general financial responsibility, favorable character, and overall fitness for the position.

About VBGA: We are an independently owned and SEC registered Investment Advisory firm. With offices in Florida, our firm oversees $2.2 Billion in client assets. We offer competitive benefits: health care, 401k, salary and opportunity for annual bonus.